Lockheed Martin Corp
LMT- Exchange
- NYSE
- Industry
- Guided Missiles & Space Vehicles & Parts
- SEC CIK
- 0000936468
In the last 90 days, Lockheed Martin Corp insiders filed 0 open-market purchases and 2 sales; 2,795 institutions reported holding it in 13F filings for Q2 2026, worth $88.3B in total; superinvestors Markel Group and ARK Invest hold it.
13F holders, Q2 2024
Institutional positions in Lockheed Martin Corp as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,435
- +44 vs. Q1 2024
- Shares held
- 174.5M
- −1.32M (−0.7%) vs. Q1 2024
- Total value
- $81.5B
- +$1.65B (+2.1%) vs. Q1 2024
- New holders
- 160
- 1,053 more added
- Sold out
- 116
- 869 more reduced
29 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,795 | $88.3B |
| Q1 2026 | 2,938 | $104.3B |
| Q4 2025 | 2,732 | $82.6B |
| Q3 2025 | 2,587 | $84.9B |
| Q2 2025 | 2,609 | $80.2B |
| Q1 2025 | 2,570 | $77.5B |
| Q4 2024 | 2,696 | $84.8B |
| Q3 2024 | 2,604 | $101.8B |
| Q2 2024 | 2,435 | $81.5B |
| Q1 2024 | 2,420 | $80.1B |
| Q4 2023 | 2,448 | $80.9B |
| Q3 2023 | 2,266 | $74.9B |
| Q2 2023 | 2,308 | $85.8B |
| Q1 2023 | 2,283 | $90.1B |
| Q4 2022 | 2,322 | $95.7B |
| Q3 2022 | 2,132 | $76.4B |
| Q2 2022 | 2,182 | $85.6B |
| Q1 2022 | 2,180 | $88.2B |
| Q4 2021 | 2,063 | $71.5B |
| Q3 2021 | 1,922 | $70.3B |
| Q2 2021 | 1,986 | $78.0B |
| Q1 2021 | 1,956 | $77.7B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Lockheed Martin Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quent Capital, LLC | 729 | $340.3K | 0.04% | −10−1.4% | Reduced |
| Mathes Company, Inc. | 728 | $340.0K | 0.12% | −22−2.9% | Reduced |
| Highview Capital Management LLC | 726 | $339.1K | 0.14% | −2,667−78.6% | Reduced |
| Portfolio Strategies, Inc. | 726 | $339.1K | 0.05% | −2−0.3% | Reduced |
| Mainstay Capital Management LLC | 726 | $339.1K | 0.06% | 00.0% | Unchanged |
| FIL Ltd | 724 | $338.2K | 0.00% | −28−3.7% | Reduced |
| Legacy Bridge, LLC | 723 | $337.7K | 0.20% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 722 | $337.2K | 0.07% | +1+0.1% | Added |
| Zimmermann Investment Management & Planning LLC | 721 | $336.7K | 0.11% | +8+1.1% | Added |
| Catalyst Private Wealth, LLC | 721 | $336.7K | 0.18% | +721 | New |
| Keystone Financial Services | 720 | $336.1K | 0.14% | +34+5.0% | Added |
| Cromwell Holdings LLC | 717 | $334.9K | 0.20% | +717 | New |
| Old North State Trust, LLC | 714 | $334.0K | 0.29% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 714 | $333.4K | 0.22% | +55+8.3% | Added |
| Cape Ann Savings Bank | 711 | $332.1K | 0.21% | 00.0% | Unchanged |
| Wealth Effects LLC | 711 | $332.1K | 0.12% | 00.0% | Unchanged |
| Meritage Portfolio Management | 710 | $332.0K | 0.02% | −50−6.6% | Reduced |
| Northside Capital Management, LLC | 710 | $331.6K | 0.06% | 00.0% | Unchanged |
| S. R. Schill & Associates | 707 | $330.2K | 0.14% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 706 | $329.8K | 0.12% | −10−1.4% | Reduced |
| J. Stern & Co. LLP | 705 | $329.3K | 0.04% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 705 | $329.3K | 0.14% | +198+39.1% | Added |
| Red Wave Investments LLC | 705 | $329.2K | 0.12% | −22−3.0% | Reduced |
| Lockerman Financial Group, Inc. | 704 | $329.0K | 0.60% | −1−0.1% | Reduced |
| Titleist Asset Management, LLC | 703 | $328.4K | 0.05% | +16+2.3% | Added |
| New Vernon Capital Holdings II LLC | 703 | $328.4K | 0.18% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 702 | $327.7K | 0.28% | −228−24.5% | Reduced |
| Studio Investment Management LLC | 700 | $327.0K | 0.07% | +24+3.6% | Added |
| Exencial Wealth Advisors, LLC | 699 | $326.7K | 0.01% | −4,683−87.0% | Reduced |
| Connecticut Wealth Management, LLC | 699 | $326.6K | 0.02% | −40−5.4% | Reduced |
| Wagner Wealth Management, LLC | 698 | $325.8K | 0.10% | +29+4.3% | Added |
| Firethorn Wealth Partners, LLC | 696 | $325.2K | 0.18% | +696 | New |
| Hilton Capital Management, LLC | 696 | $325.1K | 0.03% | +150+27.5% | Added |
| Sugarloaf Wealth Management, LLC | 694 | $324.0K | 0.07% | +1+0.1% | Added |
| Farmers National Bank | 692 | $323.2K | 0.10% | −16−2.3% | Reduced |
| Interchange Capital Partners, LLC | 691 | $322.8K | 0.12% | +227+48.9% | Added |
| Legacy Advisors, LLC | 690 | $322.3K | 0.04% | +53+8.3% | Added |
| Xcel Wealth Management, LLC | 690 | $322.3K | 0.10% | +65+10.4% | Added |
| Colonial River Wealth Management, LLC | 688 | $321.4K | 0.17% | −25−3.5% | Reduced |
| Addison Capital Co | 687 | $321.0K | 0.14% | +687 | New |
| Ignite Planners, LLC | 694 | $320.5K | 0.08% | +1+0.1% | Added |
| Schear Investment Advisers, LLC | 683 | $319.0K | 0.23% | +91+15.4% | Added |
| Kaydan Wealth Management, Inc. | 682 | $318.6K | 0.11% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 681 | $318.5K | 0.02% | −3−0.4% | Reduced |
| Fidelity D & D Bancorp Inc | 680 | $317.6K | 0.24% | −3−0.4% | Reduced |
| Paragon Private Wealth Management, LLC | 680 | $317.6K | 0.18% | +26+4.0% | Added |
| Acas, LLC | 586 | $317.6K | 0.28% | −50−7.9% | Reduced |
| Bragg Financial Advisors, Inc | 677 | $316.2K | 0.01% | +6+0.9% | Added |
| Absher Wealth Management, LLC | 677 | $316.2K | 0.04% | +8+1.2% | Added |
| Aspiriant, LLC | 675 | $315.3K | 0.01% | −59−8.0% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 675 | $315.3K | 0.08% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 672 | $314.1K | 0.05% | −148−18.0% | Reduced |
| Opus Capital Group, LLC | 672 | $314.0K | 0.04% | −14−2.0% | Reduced |
| CFS Investment Advisory Services, LLC | 672 | $314.0K | 0.03% | +672 | New |
| McGlone Suttner Wealth Management, Inc. | 690 | $312.8K | 0.06% | −219−24.1% | Reduced |
| Palumbo Wealth Management LLC | 669 | $312.6K | 0.13% | +2+0.3% | Added |
| Carl P. Sherr & Co., LLC | 666 | $311.1K | 0.17% | +100+17.7% | Added |
| O'Keefe Stevens Advisory, Inc. | 665 | $310.6K | 0.10% | +126+23.4% | Added |
| Peoples Bank | 665 | $310.6K | 0.16% | +143+27.4% | Added |
| Bullock Wealth Management Group | 663 | $309.5K | 0.20% | +34+5.4% | Added |
| Savvy Advisors, Inc. | 662 | $309.2K | 0.10% | +212+47.1% | Added |
| Howard Financial Services, Ltd. | 661 | $308.8K | 0.05% | +14+2.2% | Added |
| Falcon Wealth Planning | 661 | $308.8K | 0.04% | −901−57.7% | Reduced |
| City Center Advisors, LLC | 673 | $308.3K | 0.36% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 657 | $306.9K | 0.16% | +178+37.2% | Added |
| Montz Harcus Wealth Management LLC | 656 | $306.3K | 0.20% | −73−10.0% | Reduced |
| Terra Nova Asset Management LLC | 655 | $306.0K | 0.24% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 655 | $306.0K | 0.10% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 655 | $305.8K | 0.35% | +2+0.3% | Added |
| Garrett Investment Advisors LLC | 654 | $305.5K | 0.04% | −5−0.8% | Reduced |
| Arrowroot Family Office, LLC | 653 | $305.0K | 0.20% | −6−0.9% | Reduced |
| Ellevest, Inc. | 651 | $304.2K | 0.02% | +15+2.4% | Added |
| Spirit of America Management Corp | 650 | $303.6K | 0.06% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 649 | $303.0K | 0.01% | −2−0.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 648 | $302.7K | 0.01% | −21−3.1% | Reduced |
| Eqis Capital Management, Inc. | 646 | $301.5K | 0.02% | +98+17.9% | Added |
| SRS Capital Advisors, Inc. | 645 | $301.3K | 0.03% | +293+83.2% | Added |
| Deerfield Management Company, L.P. (Series C) | 642 | $299.9K | 0.00% | +642 | New |
| Consilium Wealth Advisory, LLC | 641 | $299.4K | 0.16% | +641 | New |
| Secure Asset Management, LLC | 640 | $298.8K | 0.06% | −272−29.8% | Reduced |
| Vinva Investment Management Ltd | 637 | $297.6K | 0.02% | +637 | New |
| Copperwynd Financial, LLC | 549 | $297.4K | 0.10% | +100+22.3% | Added |
| MJP Associates Inc | 633 | $295.5K | 0.06% | −6−0.9% | Reduced |
| LMCG Investments, LLC | 632 | $295.2K | 0.02% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 632 | $295.2K | 0.09% | +17+2.8% | Added |
| Dakota Community Bank & Trust NA | 631 | $294.7K | 1.59% | +13+2.1% | Added |
| Keeley-Teton Advisors, LLC | 629 | $293.7K | 0.04% | +2+0.3% | Added |
| Trustmark National Bank Trust Department | 628 | $293.3K | 0.02% | +87+16.1% | Added |
| Rock Point Advisors, LLC | 625 | $291.9K | 0.09% | −25−3.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 625 | $291.9K | 0.04% | −135−17.8% | Reduced |
| Guardian Asset Advisors, LLC | 623 | $290.9K | 0.21% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 622 | $290.5K | 0.07% | 00.0% | Unchanged |
| Boston Mountain Money Management Inc | 621 | $290.3K | 0.19% | +1+0.2% | Added |
| Spinnaker Trust | 621 | $290.1K | 0.02% | −7−1.1% | Reduced |
| Divergent Planning, LLC | 622 | $289.9K | 0.12% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 619 | $289.2K | 0.09% | +619 | New |
| Summit Wealth Partners, LLC | 619 | $288.9K | 0.06% | +7+1.1% | Added |
| Tucker Asset Management LLC | 617 | $288.2K | 0.06% | −92−13.0% | Reduced |
| Drake & Associates, LLC | 617 | $288.1K | 0.10% | −69−10.1% | Reduced |
| Brass Tax Wealth Management, Inc | 617 | $288.1K | 0.06% | +617 | New |